Newsletters

July 6, 2023

Quarterly Report – 2nd Quarter 2023

Below is a link to our group’s quarterly newsletter which discusses questions to ask before it’s too late, Kaleb’s recent trip to Israel, a new baby for Beth and much more.

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April 6, 2023

Quarterly Report – 1st Quarter 2023

Below is a link to our group’s quarterly newsletter which discusses the recent bank failures, running out of tape and refreshing your estate plan.

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